Forbes Financial Planning

Latest statistics and disclosures from Forbes Financial Planning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, FBND, VCSH, VEA, VBR, and represent 41.08% of Forbes Financial Planning's stock portfolio.
  • Added to shares of these 9 stocks: VUG, QQQ, ET, FLOT, APH, IEMG, DGRO, AAPL, XLK.
  • Started 2 new stock positions in ET, QQQ.
  • Reduced shares in these 10 stocks: FBND, , PLTR, AMGN, GSLC, IVV, VCSH, FBCG, VBR, BND.
  • Sold out of its positions in PLTR, XLE.
  • Forbes Financial Planning was a net seller of stock by $-1.0M.
  • Forbes Financial Planning has $186M in assets under management (AUM), dropping by 7.70%.
  • Central Index Key (CIK): 0001911316

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Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 38 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.2 $17M 23k 748.90
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 8.8 $16M 359k 45.49
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.6 $16M 203k 79.03
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.5 $14M 196k 71.25
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Vanguard Index Fds Sm Cp Val Etf (VBR) 7.0 $13M 54k 242.99
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Fidelity Covington Trust Enhanced Intl (FENI) 6.3 $12M 294k 40.13
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Vanguard Index Fds Value Etf (VTV) 6.1 $11M 52k 217.93
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Ishares Tr Core Div Grwth (DGRO) 6.1 $11M 149k 75.79
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 5.9 $11M 30k 365.70
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Spdr Series Trust St Inter Bd Etf (SPIB) 4.5 $8.4M 252k 33.46
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Ishares Tr Fltg Rate Nt Etf (FLOT) 4.2 $7.9M 154k 51.05
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Vanguard Index Fds Total Stk Mkt (VTI) 4.2 $7.8M 21k 370.03
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 4.2 $7.8M -2% 55k 141.89
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Apple (AAPL) 3.1 $5.7M 20k 289.36
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World Gold Tr Spdr Gld Minis (GLDM) 2.3 $4.2M 54k 79.39
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Ishares Core Msci Emkt (IEMG) 2.0 $3.7M 44k 82.84
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Spdr Series Trust St Str Sp600grwo (SLYG) 1.7 $3.1M 26k 119.13
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.1 $2.1M -2% 2.8k 746.77
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Fidelity Covington Trust Vlu Factor Etf (FVAL) 1.0 $1.9M 25k 77.93
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Spdr Series Trust St Str Sp Div (SDY) 1.0 $1.8M 12k 152.17
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.8 $1.4M -5% 23k 62.11
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Select Sector Spdr Tr St Str Techn Etf (XLK) 0.7 $1.3M 6.9k 190.52
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Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.4 $796k -4% 16k 50.66
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Ishares Tr S&P SML 600 GWT (IJT) 0.4 $729k 4.1k 178.60
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Microsoft Corporation (MSFT) 0.4 $727k 1.9k 373.02
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $698k -8% 9.5k 73.41
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Philip Morris International (PM) 0.3 $626k 3.5k 180.91
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Amazon (AMZN) 0.3 $568k -3% 2.8k 202.64
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Amphenol Corp Cl A (APH) 0.3 $476k +17% 2.7k 176.32
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Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.3 $473k 9.1k 51.78
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Vanguard Index Fds Growth Etf (VUG) 0.2 $442k +484% 5.1k 86.14
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Alphabet Cap Stk Cl C (GOOG) 0.2 $336k 950.00 353.33
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Ishares Tr U.s. Utilits Etf (IDU) 0.2 $328k -2% 2.9k 114.61
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Visa Com Cl A (V) 0.2 $310k 904.00 343.09
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Amgen (AMGN) 0.1 $232k -46% 341.00 680.70
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Southern Company (SO) 0.1 $230k 2.4k 95.71
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $219k NEW 298.00 736.40
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $205k NEW 11k 19.12
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Past Filings by Forbes Financial Planning

SEC 13F filings are viewable for Forbes Financial Planning going back to 2021

View all past filings